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How do I See Who Shared a Document?

Objective:

  • View who shared a Document?
  • Shared
  • Document
  • Timeline
  • Firm Feed

Environment:

  • Clio Web App

Additional Information:

n/a For further information, please see the following: How Can I See Who a Document Has Been Shared With? 

Procedure:

  1. Go to the Accounts Dashboard
  2. Click Firm Feed
  3. Press Filter
  4. Press Type
  5. Select Document

Or

  1. Go to the Matter
  2. View the Timeline in the bottom right of the screen
  3. Press Filter
  4. Press Type
  5. Select Document

 

 

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